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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Steven Lear

Steven Lear

Showing manager performance globally. You can view performance in individual jurisdictions.

About Steven Lear

Steven Lear is the Deputy Chief Investment Officer for New York and London at JP Morgan. Working on the fixed income investment team since 2008, Lear has had an extensive career which has seen him work at CF First Boston, Fidelity, Mercer Consulting, as well as spending ten years at Schroders as a senior portfolio manager. Lear has a BA in Business Administration from the University of Western Ontario and an MBA from the University of California, Berkeley.

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Citywire Rating: + rated


  • JRated AAA in Jan 2013
  • FRated AAA in Feb 2013
  • MRated AAA in Mar 2013
  • ARated AAA in Apr 2013
  • MRated AAA in May 2013
  • JRated AAA in Jun 2013
  • JRated AAA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AAA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013


  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AAA in Dec 2014


  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated A in Oct 2015
  • NRated AA in Nov 2015
  • DRated A in Dec 2015


  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated A in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MNot rated in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017


  • JRated Plus in Jan 2018


over : 31/12/2016 - 31/12/2017
Rank 272/411 Bonds - US Dollar
Manager Return
272 Diana Wagner 3.3%
272 Jan Ho 3.3%
272 Steven Lear 3.3%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 1.2% 1.1% 0.8% 0.1%
2016 3.4% 2.7% 2.7% 0.5% -2.5%
2015 -1.0% 1.7% -2.3% 0.5% -0.9%
2014 5.7% 2.0% 2.2% 0.1% 1.3%
2013 3.7% 5.6% -3.1% 0.8% 0.5%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.